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Address: 9 Flemingate, Beverley, HU17 0NP
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Telephone: 01482 873494
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Fax: 01482 873493
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Charging Structure: You will pay for our services on the basis of fee, commission and/or combination of both fee and commission. We will discuss your payment options with you and answer any questions you have. We will not charge you until we have agreed with you how we are to be paid.
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Business Areas: Direct Investments, EIS, Ethical investments, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Pensions, Personal Protection, Property investments, Retirement Planning, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: CIP, CeMAP, CeRER, DipPFS, FPC1, FPC2, FPC3
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Address: 34 East End, Walkington, Beverley, HU17 8RY
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Telephone: 01482 861703
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Fax: 01482 861703
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Charging Structure: With regard to fees we discuss the payment options with our clients and answer any questions they may have. We do not charge anything until the client has agreed how we will be paid. There are two options, the client can pay us a fee for our advice and services, or we can collect commission form the product provider following the sale.
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Business Areas: Annuities, Commercial Mortgages, Equity release, Group Pensions, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Unit Trusts
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Financial Qualifications: FPC3
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Address: 9 Flemingate, Beverley, HU17 0NP
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Telephone: 01482 863127
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Fax: 01482 873403
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Business Areas: Direct Investments, Equity release, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Offshore investments, Personal Pensions, Personal Protection, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Unit Trusts
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Financial Qualifications: No records held.
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